Campaigns by Pipedrive

Marketing automation software

How automation empowers marketers

Digital marketing and sales teams can easily get overwhelmed by too many repetitive tasks. When it comes to marketing efforts, it’s harder to constantly produce great emails and track their success over time without an automated email marketing solution.

Effective marketing automation solutions reduce your team’s workload so sales team members can focus on closing deals. Streamline all kinds of marketing processes with automation workflows, from marketing campaigns and lead nurturing to social media management.

Campaigns by Pipedrive helps you optimize your marketing strategy by putting your email campaigns on autopilot. Tap into CRM data and let our intuitive email marketing automation software take care of lead nurturing through the customer journey, so you never miss out on a deal.

Full access. No credit card required.

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What to look for in a marketing automation tool

Ideally, your marketing automation tool should offer the following:

  • Seamless CRM integration: CRM integration allows you to automate processes based on your customers’ journey.

  • List segmentation: Different prospects have different needs. An audience list segmentation feature enables you to send the right message to the right prospects and increase engagement rates.

  • Actionable insights: A marketing analytics tool shows you a breakdown of your marketing campaigns, so you can gauge their effect and improve.

  • User-friendly interface: Your email marketing solution should be easy and intuitive to everyone.

  • Scheduling feature: With a scheduling feature, you can send out a Campaign whenever you choose without lifting a finger.

Pipedrive’s workflow automation tool

Campaigns by Pipedrive offers a workflow automation feature, meaning you can trigger emails to be sent out automatically based on changes to your Pipedrive data.

For example, you can craft automated drip email flows that engage prospects after you've delivered your sales pitch. Set up autoresponders to send follow-up emails and keep in constant contact with prospects.

You can also connect your lead generation and lead nurturing activities by creating nurture campaigns. Send them automatically to new leads in your contact list and analyze your success rate via the analytics dashboard.

Pipedrive’s marketing automation features

Sync email and CRM

Trigger emails based on changes to your sales pipeline

Set delay steps

Make sure your email marketing campaigns reach the right people at the right time

Easy-to-use

Use email templates or create your own with a drag-and-drop builder

Track email metrics

Measure the performance of your automated email campaigns

Use one hub for sales and marketing

The best email marketing software leverages customer data from your sales platform and is full of advanced features that help build customer relationships.

We've built Pipedrive’s email marketing automation into our workflow automation feature, meaning it's accessible in our CRM and the Campaigns add-on.

With Campaigns by Pipedrive, you can automate your sales and marketing strategy in an all-in-one, user-friendly tool.

Quickly create workflows from one of our many sales and marketing templates, or build one quickly with the WYSIWYG editor. Schedule your drip campaigns to reach the right people at the right time and improve your email open rates.

Learn more about our sales and marketing automation tools

SOFTWARE FEATURE

Remove friction with a user-friendly solution

Whether you’re creating drip emails or email newsletters, you don’t want to invest hours into each email to your subscribers.

With Campaigns by Pipedrive, you can make the most of your email marketing platform and easily create and send pro, personalized messages to unlimited contacts.

The drag-and-drop email editor boasts a user interface that even beginners can use, so sales teams can create beautiful email designs without any HTML knowledge, saving valuable onboarding time. Effortlessly pull in data from your CRM, including names of contacts, so that it appears in your emails.

The more you can tailor your email marketing campaigns with our advanced email templates, the higher your click-through rates will be and the greater your chance of converting leads to deals.

Find out more about our email builder

SOFTWARE FEATURE

Set an auto-delay for better targeting

You know what they say: Timing is everything. There are few things more frustrating than missing out on an opportunity because you were too slow or too quick to take action.

With Campaigns, you can space out your marketing emails. This gives your prospects some time to digest your offer, while also keeping them engaged. Use Campaigns’ delay steps feature to time your email campaigns and reach out when your leads are warm and ready to take action!

SOFTWARE FEATURE

Target and track your campaigns

Overseeing all marketing channels at once can be a challenging task. Email providers often lack functionality that shows how the number of emails sent to contacts correlates with the number of subscribers gained.

With Campaigns by Pipedrive, you can track email performance to increase deliverability rates and discover what messages resonate with your audience so that you can compose more responsive emails.

Use the data to segment your email list and target the right people with the right messages.

Empower your lead generation and lead scoring strategies with these analytics and constantly update and improve your marketing automation and AB testing strategies.

Check out our email segmentation landing page

Join over 100,000 companies

How Trainify saves 2 hours per week with Campaigns by Pipedrive

Thanks to Pipedrive’s Campaigns add-on, Trainify was able to combine both its CRM and its email marketing tool into one solution.

The team reduced the risk of human error and accelerated the preparation of email campaigns thanks to the automatic contact data sharing within the program.

The marketing automation platform also enables better lead scoring and segmentation, boosting Trainify’s overall email marketing process as a result.

Read the case study

The benefits of marketing automation

The best marketing automation tools allow you to:

  • Easily create automated workflows
  • Put your marketing strategy on autopilot
  • Segment your audience based on demographic and more
  • Personalize your marketing to engage leads
  • Use templates for both B2B and B2C businesses
  • Automate the customer journey with attractive email marketing campaigns

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Marketing automation FAQ

  • What is marketing automation?

    Marketing automation is a term that includes all tools, technology and strategies that businesses can use to automate their marketing tasks (such as a CRM).

  • What is email automation?

    Email automation refers specifically to tools and strategies that help marketers automate their emails and email marketing campaigns.

  • What’s the best marketing automation tool for my business?

    You should consider adopting any marketing automation tool that will improve processes and drive revenue for your business. Make sure you find ones suited to your needs. For example, B2B and B2C businesses may benefit from different marketing automation software.

  • Can marketing automation save me time?

    Marketing automation software is designed to reduce the time users spend on admin tasks and give them back time to focus on other tasks.

Send more, pay less with Campaigns by Pipedrive

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